Bookkeeping Specialist

Job Summary

We are looking for a detail-oriented Bookkeeping Specialist to take ownership of our billing and day-to-day financial records. You will manage customer invoicing, track payments, and keep our books accurate and up to date. The ideal candidate is organized and dependable, and can bring structure to our financial processes.

Key Responsibilities

• Prepare and send accurate customer invoices on time
• Track incoming payments and maintain up-to-date accounts receivable records
• Follow up on outstanding and overdue invoices through written communication
• Record daily financial transactions, including income and expenses
• Reconcile bank and credit card accounts on a regular basis
• Organize and maintain financial documents, receipts, and billing records
• Set up and improve bookkeeping and billing workflows within our accounting system
• Prepare simple financial summaries and reports for management review
• Flag discrepancies, unpaid balances, or billing issues promptly
• Support related administrative tasks as needed

Mandatory Skills

• Proven experience in bookkeeping, billing, or accounts receivable
• Proficiency in accounting software such as QuickBooks, Xero, or Zoho Books
• Strong working knowledge of Excel or Google Sheets
• Solid understanding of basic accounting principles and bank reconciliation
• High level of accuracy and attention to financial detail
• Reliable, detail-oriented, and able to work independently
• Strong written and verbal communication skills

Preferred Skills

• Experience with Zoho Books or the wider Zoho ecosystem
• Experience setting up bookkeeping or invoicing systems from scratch
• Background supporting small businesses or service-based companies
• Familiarity with CRM tools and how they connect to billing
• Basic knowledge of payroll processing
• Ability to handle general administrative tasks alongside bookkeeping duties

Why Join Us

This is a chance to become a trusted part of a growing business and have a direct impact on how our finances run. You will have the independence to organize and improve our processes, and room to take on more responsibility over time. If you take pride in clean books and reliable work, we would love to hear from you.

Work Schedule

Not defined on the call beyond “less than 10 hours/week.” Days, hours per day, and time zone still need to be confirmed with the client before this can go on a job post.